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Portfolio (Quarterly) Guide ↗

QP WEALTH MANAGEMENT, LLC

· CIK 0001802496
13F Portfolio $113M AUM 105 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2023 · All 65 New 17 Added 23 Reduced 31 Exited
Page 1 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMMD ISHARES TR 51,179.0 $3.8M 3.38% NEW $74.94 +13.2%
2 PLTR PALANTIR TECHNOLOGIES INC Technology 16,186.0 $2.9M 2.54% NEW $177.75 -24.8%
3 GE GE AEROSPACE Industrials 8,410.0 $2.6M 2.28% NEW $308.03 -5.4%
4 LITE LUMENTUM HLDGS INC Technology 6,655.0 $2.5M 2.16% NEW $368.59 +171.8%
5 HWM HOWMET AEROSPACE INC Industrials 11,656.0 $2.4M 2.11% NEW $205.02 +32.9%
6 KGC KINROSS GOLD CORP Basic Materials 76,045.0 $2.1M 1.89% NEW $28.16 +9.7%
7 JEPQ J P MORGAN EXCHANGE TRADED F 30,667.0 $1.8M 1.57% NEW $58.12 +2.8%
8 JEPI J P MORGAN EXCHANGE TRADED F 30,017.0 $1.7M 1.51% NEW $57.24 -2.4%
9 AVGO BROADCOM INC Technology 4,208.0 $1.5M 1.28% NEW $346.10 +22.9%
10 SPMO INVESCO EXCH TRADED FD TR II 12,033.0 $1.4M 1.26% NEW $119.32 +20.2%
11 VOX VANGUARD WORLD FD 4,895.0 $948K 0.83% NEW $193.63 +1.1%
12 SBSW SIBANYE STILLWATER LTD Basic Materials 64,688.0 $922K 0.81% NEW $14.25 -7.6%
13 HL HECLA MNG CO Basic Materials 41,764.0 $801K 0.71% NEW $19.19 +1.4%
14 BERKSHIRE HATHAWAY INC DEL 1,567.0 $788K 0.69% NEW $502.65
15 LLY ELI LILLY & CO Healthcare 706.0 $759K 0.67% NEW $1074.68 -6.3%
16 ABVX ABIVAX SA Healthcare 5,528.0 $745K 0.66% NEW $134.86 -15.1%
17 FMB FIRST TR EXCH TRADED FD III 14,235.0 $728K 0.64% NEW $51.14 -0.6%
18 SITM SITIME CORP Technology 2,037.0 $719K 0.63% NEW $353.19 +132.2%
19 TIGO MILLICOM INTL CELLULAR S A Communication Services 11,795.0 $654K 0.58% NEW $55.44 +47.3%
20 FROG JFROG LTD Technology 10,340.0 $646K 0.57% NEW $62.46 +2.8%
Page 1 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.1%
Communication Services 14.8%
Consumer Cyclical 11.9%
Financial Services 11.4%
Industrials 8.8%
Healthcare 4.8%
Basic Materials 4.7%
Consumer Defensive 4.3%
Energy 1.5%
Utilities 0.6%